Client Service Associate

Pursuit; Mishawaka (IN); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Annual medical stipend

Quarterly merit-based bonuses

Job summary

Pursuit is seeking a Client Service Associate to join a small, collaborative financial services team in Mishawaka. This on-site role focuses on assisting clients with financial service needs, managing requests via phone/email/in-person, calculating RMDs, and communicating with Schwab, American Funds, and Ameritas.

The role offers a client-facing environment in a tight-knit team, with opportunities for growth and exposure to multiple financial institutions.

Qualifications

• 3–4+ years of financial services support experience.
• Bachelor’s degree in Business or related field.
• Previous client service/associate-level experience.
• Comfortable working directly with clients.
• Series 66 & Series 7 strongly preferred.
• Life insurance license preferred, but not required.

Responsibilities

• Assist clients with financial service needs via phone, email, or in-person.

Skills

Client service

Communication

Phone support

Financial services

Education

Bachelor's degree in Business

Job description

We are seeking a Client Service Associate to join a small, collaborative financial services team in an on-site role in Mishawaka. This is a client-facing support position focused on assisting clients with financial service needs, managing requests via phone/email/in-person, calculating RMDs, and communicating with financial institutions such as Schwab, American Funds, and Ameritas.

Why Join?

• Quarterly merit-based bonuses
• 401(k) with company match
• Annual medical stipend
• Monday–Thursday full days + Friday half-days (8 AM–12 PM)
• Small team with a strong, collaborative culture

Requirements:

• 3–4+ years of financial services support experience
• Bachelor’s degree in Business or related field
• Previous client service/associate-level experience
• Comfortable working directly with clients
• Series 66 & Series 7 strongly preferred
• Life insurance license preferred, but not required